Client Tax Team Leader

Fisher Investments; Plano (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) matching up to IRS limit

20 days PTO + 10 holidays

Family support programs including paid

Hybrid work-from-home option

Job summary

Fisher Investments in Plano, TX seeks a Client Tax Team Leader to supervise tax work for PCG clients, guiding planning, filing, compliance, and client education. You will mentor Tax Accountants and collaborate with FP Services under the Vice President of Client Tax.

This role emphasizes leadership, process improvements, and quality service in a fast-paced environment with hybrid work options. A bachelor’s degree and CPA are preferred.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required.
• 5+ years of direct tax experience preferred.
• Certified Public Accountant designation or equivalent preferred.
• Proficient in Microsoft Office software.
• Proficient in tax preparation software, CCH Axcess preferred.

Responsibilities

• Interview, evaluate, and recommend candidates to hire.
• Participate in disciplinary actions and/or terminations for direct reports.
• Mentor and train direct reports; ensure daily business support needs are met.
• Manage all phases of various projects from envisioning through deployment.
• Oversee Tax Accountants, Sr. Tax Accountants, Tax Preparers, and other staff.
• Improve efficiency, quality of service, and scalability of Client Tax Services.

Skills

Leadership

Education

Bachelor’s degree or equivalent

CPA designation (preferred)

Tools

Microsoft Office

CCH Axcess

Tax preparation software

Job description

Are you looking to carve a lasting impression in a company with room to grow? Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Client Tax Team Leader!

The Opportunity:

As a Client Tax Team Leader, you will work to oversee the execution and delivery of tax related work to Fisher Investments US PCG Clients. Working in close collaboration with the Financial Planning Services group and reporting to the Vice President of Client Tax, you will be responsible for managing and supporting our team or Client Tax professionals as the support the daily needs of our PCG Clients.

The Day-to-Day:

• Interview, evaluate, and recommend candidates to hire
• Participate in disciplinary actions and/or terminations for direct reports, as appropriate
• Mentor and train direct reports. Ensure day-to-day business support needs are being met
• Manage all phases of various projects from envisioning through deployment
• Manage all aspects of services delivered by Client Tax team, including detailed Tax Planning, Tax Filing and Compliance, and topical education for PCG clients
• Manage the development of Tax Accountants, Sr. Tax Accountants, Tax Preparers, and other employees
• Improve efficiency, quality of service delivered and scalability of the Client Tax Services
• Work closely with internal stakeholders to ensure all services and communications related to Tax Services offering are appropriate and consistent with relevant internal and external guidelines
• Ensures day-to-day oversight of all relevant tax employees to ensure compliance, quality, and service standards

Your Qualifications:

• Bachelor’s degree or equivalent combination of education and experience required
• 5+ years of direct tax experience preferred
• Certified Public Accountant designation or equivalent preferred
• Proficient in Microsoft Office software
• Proficient in tax preparation software, CCH Axcess preferred

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER